# Emerson Health System, INC. 403(b) Plan
Source: https://planprovider.pro/companies/emerson-health-system-inc-042770977-006

> Emerson Health System, INC.'s 403(b) plan: 2,515 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Emerson Health System, INC.

- **Sponsor EIN:** 042770977

- **Sponsor Address:** 133 OLD ROAD TO NINE ARCE CORNER, CONCORD, MA, 01742

- **Plan Type:** 403(b)

- **Plan Number:** 006

- **Total Participants:** 2,515

- **Total Assets:** $183.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2,515|$183.2M|$2.4M|$11.3M|

| 2023|2,615|$166.5M|$2.1M|$11.0M|

| 2022|1,315|$143.8M|$0|$10.0M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FIDELITY INVESTMENTS INSTITUTIONAL|Recordkeeper|$166,651|—|$166,651|

| CAPTRUSTFINANCIALPARTNERSLLC|Other Service Provider|$29,964|—|$29,964|

| EJ CALLAHAN|Auditor|$12,000|—|$12,000|

| STRATEGIC ADVISORS, INC.|Investment Advisor|$5,216|—|$5,216|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — Recordkeeper

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $213,831

- **Estimated Expense Ratio:** 0.117% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$213,837|$6,367|—|$12,000|—|

| 2023|$238,316|$13,994|—|$7,000|—|

| 2022|$238,059|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/emerson-health-system-inc-042770977-006)

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